I was very interested to hear from you guys about Tidewater. Thank you! You guys go very deep into analysis. Not like a typical investor "it is selling for low PE, so it's a good stock" You guys are very humble also. You are the top1 hedge fund in the world by 3 year performance, and never brag about it 👍 And you are the only investors who didn't join the AI craze, because you have your own ideas
Very interesting, thank you for sharing. Considering the kind of stocks you like, I'm surprised you're not in $NMM. Incredibly cheap vs both NAV and FCF, buyback program in place, great short/medium/long term potential. Maybe not too easy to buy a meaningful position directly, but plenty of interesting LEAPs available if needed. Lake Cornelia Research Management did a great job on it recently, their memo is freely available.
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The best in the business. Love Bob and the team. Thank you for sharing your notes.
Thank you for doing what you do. One of the last left standing. Your view on the PE industry was 100% accurate.
I was very interested to hear from you guys about Tidewater. Thank you! You guys go very deep into analysis. Not like a typical investor "it is selling for low PE, so it's a good stock"
You guys are very humble also. You are the top1 hedge fund in the world by 3 year performance, and never brag about it 👍
And you are the only investors who didn't join the AI craze, because you have your own ideas
Where can you see that its the top hedge fund over 3 years?
Incredbile insights! Thank you guys it's always a pleasure to listen to you
25:00 tidewater
Very interesting, thank you for sharing. Considering the kind of stocks you like, I'm surprised you're not in $NMM. Incredibly cheap vs both NAV and FCF, buyback program in place, great short/medium/long term potential. Maybe not too easy to buy a meaningful position directly, but plenty of interesting LEAPs available if needed. Lake Cornelia Research Management did a great job on it recently, their memo is freely available.
zombie master class.